Leveraging Your Mortgage to Build Generational Wealth

Speaker: Derek Baisner, Branch Manager, Summit Mortgage

Many homeowners view a mortgage simply as a debt to be paid, but with the right strategy, it can be a powerful engine for financial growth. In this concise educational session, mortgage professional Derek Baisner demystifies the concept of “generational wealth” and explores actionable strategies to transform your current home loan into a long-term asset.

This course moves beyond basic homeownership advice, focusing on how to optimize interest rates and leverage real estate equity. You will learn how a simple mortgage review can unlock hundreds of dollars in monthly savings and, more importantly, how to redeploy that capital to accelerate your financial goals—whether through retirement accounts, debt elimination, or property acquisition.